Detail-oriented financial professional seeking a position in corporate finance or accounting, where I can excel and challenge my analytical and problem-solving skills.
Hantz Financial Services Southfield, Michigan March 2017 - Present
Plan Practice Manager
Analyze current sales trends and forecast future years sales
Analyze and track weekly, monthly and quarterly sales compared to company goals
Manage and maintain a book of business with $75mill in AUM
Analyze fund performance versus benchmarks
Service and assist 180 high net worth clients
Mentor two new advisors to bring in 4 new clients per month
Hantz Financial Services Taylor, Michigan October 2012 – March 2017
Analyze retirement plans and investment options to optimize portfolio return based on risk taken
Analyze personal client financial statements like balance sheets, income statements and cash flows
Present and help implement financial products with clients.
Within 4 months became fully licensed with Series 7, Series 66, Life Accident and Health, Property and Casualty
Manage and help grow a $28 million asset under management practice.
Walsh College Troy, Michigan Expected to graduate December 2019
Masters of Science in Accountancy,
Eastern Michigan University Ypsilanti, Michigan August 2012
Bachelors in Business Administration,
Dual major in Finance and Marketing
Dean’s list multiple semesters
Microsoft office: Word, PowerPoint, Excel with pivot tables, Access, Outlook
Accounting software: QuickBooks Pro, Peachtree